Case Study: Morrinson Wealth achieves 33.8% increase in new business leads with LinkedIn Sales Solutions

Morrinson Wealth diversified clientele using Sales Navigator

Morrinson Wealth is a London-based financial services firm (≈150 employees) that builds long-term advisor–client partnerships. To grow and diversify its clientele it needed a way to find in-market individuals who matched its ideal client profile—using variables like age, location, profession, job title and income—and to target them with precision at scale.

By adopting LinkedIn Sales Navigator the firm gained rich professional data and deep filtering to identify ICP prospects, view backgrounds and connections, and personalize outreach (yielding higher connection and response rates than email). Making Sales Navigator standard across business development and advisors improved consistency and targeting, broadened the client base (including independent business owners), and delivered measurable impact: a 33.8% increase in new business leads and the largest revenue return of any lead-generation investment over 12 months.

Morrinson Wealth

Lucy Driscoll

Financial Associate